Recent Articles

Category: Financial Planning

Financial Planning, Women and Wealth

Wine, Women & Wealth… Glass Four: Positively Positive

by Amy Lawson MBA, CDFA®

Hello again, and welcome back! At this point you know how your…

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Financial Planning, Women and Wealth

Wine, Women & Wealth… Glass Three: Go With The Flow? Oh, no.

by Amy Lawson MBA, CDFA®

Welcome back! I started to post on Friday this week, but it…

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Financial Planning, Women and Wealth

Wine, Women, & Wealth… Glass Two: Taking Charge of Our Financial Future

by Amy Lawson MBA, CDFA®

Welcome back! What does it mean to take charge of your financial…

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In Your Strategy Session We Will:

Help Identify your goals – we want to know what’s important to YOU.
Review your finances and formulate your financial “Big Picture.”
Determine how sensitive you are to the short-term fluctuations of the stock market, also known as your “Risk Tolerance.”
Analyze and evaluate which of your investments are working for you and which are not.
Project your future cash flows and SHOW you the probability of successfully reaching your retirement goals based on your current investment choices.
Recommend changes that are suitable for your short-term and long-term goals, your time horizon and your risk tolerance.
Connect you with any other resources you may need in the process.

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